---
schema_version: "1"
id: 731a7ed622ba8d72f1a825888d512c0d882bd90f6b1dee59f114e4e4beeb7f6a
title: Customize the Prebuilt Flow to Close Collection Plan and Associated Cases
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_customize_flow_case_closure.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_customize_flow_case_closure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8698697e0fa272cee437deefa0b240de29342a45d822b58849fadfe371ee4e55
description: This flow automatically closes a collection plan and all its associated cases based on predefined conditions.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Customize the Prebuilt Flow to Close Collection Plan and Associated Cases

This flow automatically closes a collection plan and all its associated cases based on predefined conditions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d17277e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17277e68 ">To customize the prebuilt flow for case closure:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17277e68 ">
              <p>Collections and Recovery Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application permission</p>
            </td>

          </tr>
        </tbody>
      </table>

The prebuilt flow changes the status of a collection plan and its related cases to closed, and updates the collection plan’s closed date. The flow is auto-triggered when any of these conditions are met.

- The current due amount for a collection plan is zero and the status isn’t closed.
- The current due amount is less than 10 and the days past due is zero, and the status isn’t closed.

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. Click **Close Collection Plan and Associated Cases**.
3. Click **Save as New Version**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-collections-264-0-0-production-enus/3689d02c-0a37-45ca-bd97-514087074dd3/images/icon_note.png)
    
    Note If you plan to clone the flow, make sure that you don't change the API name.
4. Customize the flow according to your business requirements.
5. Save your changes and activate the flow.